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The possibilities are endless with the Living Model.

  • 127 Topics
  • 327 Replies
127 Topics
M
MichaelDigits Team
posted in General
What is your favorite fall drink?

It has turned into fall in Rhode Island (where I live)!  For myself and my family, we quickly adopt fall's wonderful assortment of delicious drinks. Our favorite fall drinks are hot chocolate for my 8 yr old, Pumpkin Chai for my wife, and a Brick Wall (Apple cider syrup, bourbon, and a splash of ginger ale)  for me.What is your favorite fall drink? 

10
Eric
2 years ago
J
JR GarciaNew Decimal
asked in General
Profit and Loss monthly report

Hello--how do I get a YTD report for say July 2022 but total by month? I want to see each month on the report. Thank you.

1
A
2 years ago
J
Jeff RudnerNew Decimal
asked in General
Pricing

What is the pricing to be able to run my clients’ financials in Digits and issue reports to them regularly?

2
M
1 year ago
Ana Cruz
Ana CruzNew Decimal
asked in General
Reports

I noticed that my august report says Draft not published like my July report.  I’m not sure what I did for the previous month to move to published instead of draft. Thanks

4
Rob Hamilton
2 years ago
dgoodcfo
Advisory Board
dgoodcfoAdvisory Board
asked in General
Revenue vs Below the Line Other Revenue

Most companies show Revenue accounts above the line or Operating part of the business.  I think those are what should be captured for your Sales Analysis.  However, below the line there are other Income Line Items which are not really part of operations.  These are also being included in your sales section.  I think they should be excluded because they cloud the revenue analysis.  

1
M
2 years ago
E
Advisory Board
ellenflowersAdvisory Board
asked in General
Reports templating

Is there a way to memorize a report so you don’t have to go in and customize it each time you run it? if things change in QBO after report has been created does it update the report or do we need to rerun it?Thank you,Ellen

3
M
2 years ago
bfausett21
bfausett21Participating Frequently
asked in General
Digits Reports Demo Video for Clients

Is there a demo video of the reports that I can show prospective clients?

4
david
2 years ago
Jennifer Syers
Jennifer SyersNew Decimal
asked in General
Cash Basis Reporting

Has Digits added the cash basis feature yet?All of my clients are cash basis so Digits is kind of pointless for me right now.

4
M
1 year ago
J
jsanchezcpaNew Decimal
asked in General
New to Digits

I Just joined, very interested to see how this can help our firm’s accounting service.Am I suppose to see something on my client Dashboard?

2
J
2 years ago
SeeSureNumbers
SeeSureNumbersNew Decimal
asked in General
Xero and Digits Timeline???

Timeline for Xero and Digits??  

1
M
2 years ago
C
Advisory Board
contractorskeeperllcAdvisory Board
asked in General
Inaccuracies

Has anyone else run into inaccuracies in the executive summary? For example, for one of my clients, it says they had a $1900 decrease in spend with one of their vendors in Q2, but that’s not even possible when total spend on this vendor all year has only been $1200. I removed it from the executive summary but of course, that still pops up when they hover over that area in the Income Statement. 

2
C
Advisory Board
2 years ago
T
TSBooksNew Decimal
asked in General
Client Portal?

Is there a way to see what your client sees when you send them a report?Also where are they sent? Can that tie back to my website? 

3
courtney
2 years ago
S
Advisory Board
sarahbrookeAdvisory Board
asked in General
Removing Clients

How do you remove clients from your Dashboard? 

1
courtney
2 years ago
R
Advisory Board
rynaecalderAdvisory Board
asked in General
Account manager versus admin access

Hello, Is there a way to give an employee Admin access and then select which companies I do not want her to have access to?  It appears in order for her to share links and send emails to clients, she does not have that capability as account manager.  But if I give her full admin access, then she can see my personal business financials which I do not want her to have.  Thank you,

6
courtney
2 years ago
RuthScottSolutions
RuthScottSolutionsNew Decimal
asked in General
Customer Receivables Categories not working.

The Under Customer Transactions and Receivables, the totals at the top are correct but the Categories are picking up all sales not just for that customer. Any ideas?

2
courtney
2 years ago
R
Advisory Board
RbpinneyAdvisory Board
asked in General
Does my email for registering to Digits need to be same as Quickbooks email?

Does the email i use for digits need to be the same as my QuickBooks email?

1
M
2 years ago
alisonevans
alisonevansNew Decimal
asked in General
Using Digits

I cant see where to even start anything?

1
courtney
2 years ago
ALS22
Advisory Board
ALS22Advisory Board
asked in General
Access To Labs

I requested access to Labs so that can test the Digits Boost. Please assist. 

3
ALS22
Advisory Board
2 years ago
M
MarlaNew Decimal
asked in General
Administrative Assistant

I work for an accounting firm that uses QBO. We are interested in using Digits as an app with some of our QBO clients, but we can’t seem to locate your app when we are in QBO. Do you work with QBO?

1
M
2 years ago
courtney
courtneyBrainy
published in General
Digits lights up Digital CPA in Nashvillerecap

We were honored when the AICPA invited Digits to be part of its 10th-annual Digital CPA conference in Nashville.We wanted to take this opportunity to really show the accountants and finance professionals how much we appreciated them and enjoy building the next-generation of finance tools they use.I hope you can join us at one of our upcoming Digits Events!

90
courtney
2 years ago
Rob Hamilton
Rob HamiltonDigits Team
published in General
[05.22 — Alliance Update] Welcoming Bean Accountants, Shout Outs, Now $1 Trillion+Alliance Update

 Growing the Alliance -- Welcome, Bean AccountantsIt's well-known that the accounting industry and its technology and tools have been largely unchanged in decades. This lack of stimulus is what inspired Digits to develop the Living Model technology to power a new class of finance tools. There is a hunger in the industry for more powerful tools.We’re excited to welcome Bean Accountants to the Alliance as one of those firms now. Bean Accountants is partnering with Digits to gain access to our suite of groundbreaking tools. They will also be joining our Labs program to help shape the future tools. In a sector where tech-enablement and modern tools aren't always embraced with open arms, Bean is empowering accounting firms by streamlining how CPAs and Accountants connect with companies seeking project-based contracting.  Bean will deploy Digits Search, Digits Reports, and Digits Reports Builder along with our other tools in Labs to their teams in the field.Shout OutsThank you to the firms w

38512
anurag_baddam
2 years ago
Liveoakbk
Advisory Board
LiveoakbkAdvisory Board
asked in General
VPN's

I use Nord VPN for work and when I go to Digits.com it tells me that the server is unavailable. I have to go disconnect Nord for 5 minutes and then sign into digits.com, then I can reconnect and everything works. Is there a way to stop this annoying work around?

7
courtney
2 years ago
Wayne Chang
Wayne ChangCo-founder
published in General
I'm an Operator of a Business, How do I....?operators

Hello Operators!We at Digits are extremely excited to have built and made available to you the world’s first living model. Allowing us to build groundbreaking tools for professionals in the finance field — including you!One of our first areas of focus has been to build out tooling that meets the needs of folks who operate businesses to solve your most frequent and time intensive tasks.These tools will help drive efficiency and time savings, allowing you to not only spend more time running your business but also do it with the confidence of fully understanding the finances as well! :-) Here are just a couple of the workflows we have unlocked with our next generation tools:Find out how much you spend every month without combing through all your bank accounts. See it all in once place in seconds with Digits Search. Feel the speed here! Updating investors and your team on the latest on the business has never been easier! Create and send beautiful, interactive monthly end reports in one-cli

1080
Wayne Chang
2 years ago
Wayne Chang
Wayne ChangCo-founder
published in General
I'm an Accountant focused on Audit, How do I....?auditors

Hello Auditors!We at Digits are extremely excited to have built and made available to you the world’s first living model. Allowing us to build groundbreaking tools for professionals in the finance field — including you!One of our first areas of focus has been to build out tooling that meets the needs of Auditors to solve your most frequent and time intensive tasks.These tools will help drive efficiency and time savings. All while still giving you the power you need to deep dive into the depths of a companies financials :-) Here are just a couple of the workflows we have unlocked with our next generation tools:Even with the thinnest of context like a transaction ID or a vendor to go off of, find the details to assess what is throwing off the numbers in no time with Digits Search. Find everything you need, down to the transaction level. Witness the speed here! With thousands of transactions, vendors and customers to comb through, keeping track of notes you find along the way is painful. 

470
Wayne Chang
2 years ago
Shelly
Advisory Board
ShellyAdvisory Board
asked in General
Error in Summary of Executive Report

I am having issues with typing a summary in the Executive Report.When I hit enter to create a line in between paragraphs it does not work. I do not see the signature of my company name as I did in one of my other clients reports I get an Error 37927Please help.cc: @courtney  

10
M
1 year ago

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